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Hedge Funds Similar to eCIO,

13F Portfolio OverlapQ1 2026eCIO, portfolio →
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Most similar hedge funds by 13F overlap

eCIO, Inc. is an institutional investor managing $228M across 42 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to eCIO, are Bulwark, WEBSTERROGERS FINANCIAL ADVISORS,, Bell Investment Advisors,, with shared positions in $JHG, $ABNB, $VLTO, $UPST, $DUK, $NOW. The full ranking of 25 similar funds is below.

#1Bulwark Capital CorpActive
Notable overlap · 3 shared positions
$JHG$ABNB$VLTO
$162M
100 positions
#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$VLTO$UPST$DUK
$350M
95 positions
#3Bell Investment Advisors, IncPassive
Notable overlap · 3 shared positions
$VLTO$NOW$MUFG
$639M
1,860 positions
#4Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$VLTO$UPST$DOV
$289M
44 positions
#5Ally Invest Advisors Inc.Smart money
Notable overlap · 3 shared positions
$VLTO$NOW$MUFG
$1.5B
75 positions
#6OneAscent Investment Solutions LLCPassive
Notable overlap · 3 shared positions
$VLTO$UPST$ABNB
$100M
128 positions
#7Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$VLTO$UPST$MUFG$DOV
$109M
1,311 positions
#8Aureum Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$NOW$MUFG
$144M
60 positions
#9MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$VLTO$NOW$DOV$MKL
$10.0B
1,896 positions
#10Sage Advisory Services, Ltd.Co.Active
Some overlap · 3 shared positions
$JHG$NOW$MUFG
$183M
42 positions
#11Liberty Atlantic Advisors LLCActive
Some overlap · 4 shared positions
$JHG$NOW$MUFG$MKL
$117M
73 positions
#12Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$VLTO$DOV
$914M
1,148 positions
#13IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$JHG$UPST$MKL
$96M
72 positions
#14Sage Mountain Advisors LLCActive
Some overlap · 3 shared positions
$JHG$UPST$MKL
$1.4B
281 positions
#15NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$JHG$NOW$MUFG
$777M
112 positions
#16Towneley Capital Management, Inc / DESmart money
Some overlap · 4 shared positions
$JHG$UPST$DOV$MKL
$478M
42 positions
#17Modern Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$NOW$VLTO
$5.8B
877 positions
#18CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$JHG$DOV$MKL
$648M
134 positions
#19New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$JHG$DOV$MKL
$866M
194 positions
#20Level Financial AdvisorsActive
Some overlap · 3 shared positions
$VLTO$UPST$NOW
$392M
92 positions
#21SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$JHG$NOW$DUK
$119M
61 positions
#22Avise Financial Cooperative, Inc.Passive
Some overlap · 6 shared positions
$NOW$UPST$VLTO$JHG$MUFG$MKL
$121M
102 positions
#23Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$VLTO$NOW$MUFG$MKL
$279M
323 positions
#24TPG Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$UPST$MUFG$NOW
$307M
76 positions
#25Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$JHG$DOV$MKL
$89M
81 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.